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About
Carl Gambrell is Principal at Nicholas Hoffman & Company in Atlanta, Georgia, where he is integral to the firm’s investment strategy and client account management. As one of the founders of the firm’s Investment Management Committee, Carl has had direct leadership roles in the private debt and private real estate sectors, overseeing key investment initiatives and supporting portfolio construction for high-net-worth clients.
Carl’s investment expertise is distinguished by his significant tenures as Director at both Merrill Lynch and Credit Suisse First Boston, where he specialized in capital markets and investment banking for over two decades prior to joining Nicholas Hoffman & Company in 2009. His background spans private equity, private credit, and real estate, providing comprehensive wealth management solutions to families and institutions.
He earned his B.S. in Finance from Mississippi State University, grounding his career in quantitative and analytical disciplines. Throughout his leadership at Nicholas Hoffman & Company, he has contributed to the growth of the firm’s family office platform and led efforts in private market investing, emphasizing alternative asset classes and bespoke portfolio management for affluent individuals and family offices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Nicholas Hoffman & Company | Principal | Sep 2009 to Present | — |
| Merrill Lynch | Director | May 1998 to May 2009 | — |
| Credit Suisse First Boston | Director | Mar 1984 to Apr 1998 | — |
| first boston | director | Jan 1984 to Jan 1998 | — |
Education
Mississippi State University
B.S., finance
1973 — 1976
Skills & Expertise
Others at Nicholas Hoffman & Company, LLC. (3)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Atlanta, GA , United States | |
| Senior Analyst | Atlanta, GA , United States | |
| Research Analyst | Atlanta, GA , United States |
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